Our mission

The portfolio of UBS Fund Management AG consists of six listed real estate funds and two investment foundations and comprises more than 900 properties. Great importance is already attached to the issue of sustainability within UBS. The comprehensive portfolio is to be consistently managed in a sustainable manner. The goals of resource conservation, comfort enhancement and economic optimization are being pursued.

Solution

As part of the project, a sustainability strategy and an implementation concept were developed. In order to achieve the goals in the areas of environment (reduction of energy consumption, reduction of CO2 emissions, increase of the share of renewable energies), society (guarantee of comfort and safety) and economy (cost reduction), an external sustainability office was commissioned to ensure the necessary personnel resources for the implementation support on the one hand and to be able to obtain the necessary know-how on the other hand.

"The cooperation between pom+Consulting AG and UBS Fund Management (Switzerland) AG has already been successful for several years. Starting with the joint development of a sustainability strategy, through the implementation phase to the ongoing operations and continuous further development. The always constructive cooperation is characterized by mutual respect, trust, open exchange of experience and, above all, the very good understanding on a human level with the respective persons in charge. This is also the basis for the successful basis to face new challenges together with joy and incentive again and again, to approach problems pragmatically and to be able to realize projects or tasks successfully."

-Jürg Meier, MRICS, Executive Director, UBS Fund Management (Switzerland) AG

Services of pom+Consulting AG

The sustainability strategy forms an important and binding part of both the strategic orientation and the operational day-to-day business.

pom+ took over the role of the external expert responsible for the implementation of various measures. One component for the implementation of the sustainability strategy was the sustainability scorecard (NSC) derived from the sub-goals and KPIs, which was developed by pom+ and has since been administered with the help of a project-specific IT application.

The measures implemented in the area of environment include a comprehensive operational optimization program and the implementation of numerous maintenance analyses including BIM models. In addition, an energy controlling system was set up across the entire portfolio. To raise awareness among users/tenants, user information sheets on the topics of heating, ventilation, saving electricity & water, and reducing waste were developed and distributed to over 30,000 tenants.

In the area of society, user surveys were carried out on the topics of

Jürg Meier, Executive Director, says: "The cooperation between pom+Consulting AG and UBS Fund Management (Switzerland) AG has already been successful for several years. Starting with the joint development of a sustainability strategy, through the implementation phase to ongoing operations and continuous further development. The always constructive cooperation is characterised by mutual respect, trust, an open exchange of experiences and, above all, the very good understanding on a human level with the respective persons in charge. This is also the basis for the successful basis to face new challenges together with joy and incentive again and again, to approach problems pragmatically and to be able to realise projects or tasks successfully".

Services of pom+Consulting AG

The sustainability strategy forms an important and binding part of both the strategic orientation and the daily operational business.

pom+ took over the role of the external expert responsible for the implementation of various measures. One component for the implementation of the sustainability strategy was the sustainability scorecard (NSC) derived from the sub-goals and measurement parameters (KPIs), which was developed by pom+ and has since been administered with the help of a project-specific IT application.

The measures implemented in the area of the environment include a comprehensive operational optimisation programme and the implementation of numerous maintenance analyses including BIM models. In addition, an energy controlling system was set up for the entire portfolio. To raise awareness among users/tenants, user information sheets on the topics of heating, ventilation, saving electricity and water, and reducing waste were developed and distributed to over 30,000 tenants.

In the area of society, user surveys on the topics of comfort and safety were developed and carried out. In addition, processes for a phase-appropriate involvement of stakeholders were developed and standards for accessibility as well as for a flexible building structure were developed.

The following examples can be cited from the field of economics: Cost benchmarking to reduce operating and ownership costs, optimising life cycle costs and ensuring sustainable site selection.

Development of a sustainability scorecard

• Evaluation of IT application for the administration of the sustainability scorecard
• Creation of an operational optimisation programme
• Carrying out maintenance analyses
• Establishment of an energy controlling system across the entire portfolio
• Creation of user information sheets
• Conducting user surveys
• Cost benchmarking to reduce operating and owner costs